Create tailored reports to meet your specific business needs.

Report Builder

1. Navigate to Reports → Custom Reports
2. Click "Create New Report"
3. Select data source (transactions, invoices, expenses, etc.)
4. Choose columns to include
5. Add filters and conditions
6. Set grouping and sorting
7. Apply calculations (sum, average, count)
8. Preview and save report

Available Data Sources

• General ledger transactions
• Invoices and payments
• Expenses and bills
• Payroll data
• Customer and vendor information
• Inventory and products
• Time tracking

Report Features

• Filters: Date ranges, amounts, categories, tags
• Grouping: By customer, vendor, account, department
• Calculations: Totals, subtotals, percentages
• Formatting: Colors, fonts, conditional formatting
• Charts: Bar, line, pie charts

Sharing and Scheduling

• Export to PDF, Excel, CSV
• Email reports automatically
• Schedule daily, weekly, or monthly
• Share with team members
• Create dashboard widgets